No. 2 U.S. home improvement retailer
Lowe's Companies, Inc.
Lowe's sells building materials, appliances, tools and installation services to U.S. homeowners and professional contractors. It sources merchandise from manufacturers including LG Electronics and Stanley Black & Decker, while the Artisan Design Group acquisition expanded its interior-finishes distribution and installation capabilities for larger Pro customers.
LOW Updated Sep 11, 2026 3 AI consumers· 3 recurring
Per the valuechain.wiki graph, Lowe's Companies, Inc. is directly linked to 4 companies (4 supply, 0 revenue relationships) and reaches 11 companies within two hops; the links are backed by 11 dated sources, 3 of them primary filings (as of 2026-09-11).
Financials & Segments
- Total revenue · US$86.286 billion in FY2026 (year ended January 30, 2026; SEC XBRL)
- Segments · Home Décor · Building Products · Hardlines · Other segment
Revenue from
- Professional customers High confidence· Revenue share 30 percent · 2024-12 · Lowe's-reported Pro customer penetration
Small and midsize tradespeople, repair and remodeling businesses, and property managers are a core repeat-purchase customer group. Lowe's said in December 2024 that Pro penetration had reached 30%, and its fiscal 2025 Form 10-K continued to identify serving and expanding the Pro customer base as a central strategy. - DIY and do-it-for-me consumers High confidence
Individual homeowners and renters who buy materials for their own projects or purchase installation services form the core consumer demand group. Lowe's identifies these customers across the DIY and DIFM spectrum but does not disclose their separate revenue share.
Pays to
- Stanley Black & Decker High confidence· Revenue share 12 percent · FY2025 · Procurement relationship measured by Lowe's share of Stanley Black & Decker consolidated net sales
Stanley Black & Decker identifies Lowe's as a major customer. Lowe's generated about 12% of the supplier's consolidated 2025 net sales, providing a counterparty-reported measure of the procurement relationship. - The Sherwin-Williams Company Medium confidence
Lowe's serves as a key home-center partner for the Consumer Brands Group, distributes HGTV HOME products exclusively, and identifies Sherwin-Williams as a key supplier, while counterparty revenue is undisclosed.Confirms EN Lowe's Companies, Inc. Published Nov 19, 2025: Q3 2025 Lowe's Companies Inc Earnings Call TranscriptConfirms EN The Sherwin-Williams Company Published Aug 29, 2024: The Sherwin-Williams Co. Investor Meeting - Financial Community - LG Electronics Medium confidence
Lowe's sources premium washers and dryers from LG Electronics for sale in the United States. LG Electronics and The Korea Economic Daily each confirmed the start of supply in June 2025, but neither disclosed the procurement amount.Confirms KO The Korea Economic Daily Published Jun 24, 2025: LG Expands Large-Capacity Laundry Appliances for U.S. ConsumersConfirms KO LG Published Jun 24, 2025: LG Signature Expands in the U.S. Ultra-Premium Laundry Market - CRH plc Medium confidence
Lowe's is supplied with building materials and outdoor-living products by CRH's Oldcastle APG and recognized OldCastle as a 2024 divisional vendor winner in both building products and hardlines, but did not disclose the transaction value.Confirms EN Lowe's Companies, Inc. Published Oct 1, 2024: Lowe’s Announces 2024 Vendor Partners of the Year
Investments
- Artisan Design Group High confidence· Contract value $1.3B · acquisition completed 2025-06-02 · Aggregate cash purchase price for Artisan Design Group
Lowe's acquired Artisan Design Group for US$1.3 billion in cash in June 2025. The transaction added a channel serving homebuilders and property managers with design, distribution and installation of flooring, cabinets and countertops.Confirms EN Lowe's Published Aug 20, 2025: Lowe's Reports Second Quarter 2025 Sales and Earnings ResultsMentions EN RetailStat Published Jul 15, 2025: Home Improvement Quarterly Sales Analysis: July 15, 2025
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Lowe's Companies, Inc. | node | +63.3 | -21.5 | +14 | +13 | -0.3 | -13.9 |
| LG Electronics | benef1 | -16.2 | -20.9 | -5.8 | -9.5 | +19.2 | +105.5 |
| Stanley Black & Decker | benef1 | +7.3 | -58.9 | +35.6 | -15.2 | -3.2 | +33.9 |
| The Sherwin-Williams Company | benef1 | +44.9 | -32 | +32.7 | +9.9 | -3.8 | +3.7 |
| CRH plc | benef1 | +27.1 | -20.5 | +81.3 | +35.9 | +35.9 | -23.6 |
| LG Innotek | benef2 | +78.2 | -22 | -28.8 | -22.1 | +66.8 | +130.7 |
| Caterpillar | benef2 | +16 | +18.6 | +25.9 | +24.7 | +60.3 | +42.9 |
| Qualcomm | benef2 | +22.3 | -38.6 | +35.1 | +8.3 | +13.8 | +0.2 |
| POSCO Holdings | benef2 | +13.9 | +19.9 | +43 | -37.3 | +38.3 | -1.4 |
| LG Chem | benef2 | -29 | +9.7 | -36.6 | -45.3 | +31.2 | -8.6 |
| Oracle | benef2 | +36.9 | -4.6 | +30.9 | +60 | +18.1 | -17.8 |
| LG Display | benef2 | -6.8 | -30.9 | -8.5 | -20.6 | +26.2 | -21.8 |
YTD as of 2026-09-04 · source: Yahoo Finance
Lowe's Companies, Inc. operates across No. 2 U.S. home improvement retailer. It remained weak at -0.3% in 2025 and -13.9% in 2026. The supply side (avg +105.5%) leads the stock (-13.9%), with spending rippling down to suppliers first. It sources merchandise from manufacturers including LG Electronics and Stanley Black & Decker, while the Artisan Design Group acquisition expanded its interior-finishes distribution and installation capabilities for larger Pro customers.
Analysis generated from returns as of 2026-09-04